Alteris Breaks the Bias This International Women’s Day calls on everyone to celebrate women’s achievements and raise awareness against bias. Today, we shine the spotlight on the community we have created amongst our team to support and advance women’s financial...
Meet Joanne Akkari – Manager, Brand and Marketing Joanne’s relationship with Alteris Financial Group started while consulting in 2014. It was an exciting time for the business, with the newly launched aged care financial advice service gaining traction. As the...
Retirement income on the house Retirement income on the house Asset rich and income poor is the dilemma faced by many retirees. But there may be opportunities to boost your income in retirement by tapping into your biggest asset – your home. With property prices...
Meet Lisa Fuentes – Chief Operating Officer Lisa Fuentes is Chief Operating Officer for Alteris Financial Group and has been with the company for almost 20 years, having joined Alteris when it was based in Parramatta. She started as a Client Services Manager and...
How does estate planning assist with Aged Care? Alteris Financial Group advisors first met Joan* and John*, at the beginning of last year. They were a lovely couple living in a quiet, leafy Sydney suburb but struggling to look after themselves in the family home. Joan...
